Position in EXC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,142,672
+$354,874 QoQ
Shares Held
64,110
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
11 quarters on record
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Summit Global Investments holds $29,965,402 across 13 Utilities - Regulated Electric names. EXC ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
38,444 | $5,621,281 | |
| 2 | CMS |
Cms Energy Corp
|
70,243 | $5,449,451 | |
| 3 | EVRG |
Evergy, Inc.
|
63,001 | $5,161,041 | |
| 4 | EXC |
Exelon Corp
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|
64,110 | $3,142,672 | |
| 5 | ED |
Consolidated Edison Inc
|
27,005 | $3,056,425 | |
| 6 | AEE |
Ameren Corp
|
17,346 | $1,906,672 | |
| 7 | NGG |
National Grid PLC
|
15,678 | $1,326,358 | |
| 8 | DUK |
Duke Energy CORP
|
8,965 | $1,173,877 |
All Filings in EXC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,142,672 | 64,110 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,787,798 | 63,955 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,142,746 | 47,606 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,157,322 | 49,685 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $760,550 | 16,505 | Shares | Sole | 2025-04-07 | |
| 2024-09-30 | $366,612 | 9,041 | Shares | Sole | 2024-10-31 | |
| 2023-03-31 | $1,533,341 | 36,604 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,726,044 | 39,927 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,506,304 | 40,211 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,821,002 | 40,181 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,877,145 | 39,411 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||